· 2022–2024 · DOL EFAST2

JOSEPH'S JEWELRY OF STUART, LLC — JOSEPH'S JEWELRY OF STUART, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250320095335NAL0006402817001

JOSEPH'S JEWELRY OF STUART, LLC

Form 5500-SF

FILING_RECEIVED

JOSEPH'S JEWELRY OF STUART, LLC 401(K) PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH'S JEWELRY OF STUART, LLC.

Plan sponsor

Name

JOSEPH'S JEWELRY OF STUART, LLC

EIN

88-2439436

Address

5250 SE FEDERAL HWY · STUART, FL · 34997

Phone

(772) 485-9986

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

THOMAS G LINENBERGER DBA GOLDWORKS

GOLDWORKS 401(K) PLAN

$373K · 6 participants

JAY FEDER JEWELERS, LLC

JAY FEDER JEWELERS, LLC 401K RETIREMENT PLAN

$371K · 4 participants

BRYN MAWR JEWELRY COMPANY, INC.

BRYN MAWR JEWELRY COMPANY, INC. 401(K) PLAN

$379K · 8 participants

HUDSON VALLEY GOLDSMITH, LTD

HUDSON VALLEY GOLDSMITH, LTD 401K PROFIT SHARING PLAN

$380K · 4 participants

MAYFAIR PRIVE LTD

MAYFAIR PRIVE LTD 401(K) PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.